Digital Benefit Advisors
Address: 175 S San Antonio Rd, Los Altos, CA 94022 Phone: (650) 567-9400Place name: : : : Hours: Website: : : Category: : Website: http://www.digitalbenefitadvisors.com/en/get-to-know-us/office-locations Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Digital Benefit Advisors Posting publicly on the Web Write a review Reviews 1 Google review
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Digital Benefit Advisors Employees
Digital Benefit Advisors January 2013 - Present
Skills
Health Insurance, Employee Benefits, Insurance, Disability Insurance, Benefits Administration, Retirement, Life Insurance, Health Savings Accounts, Strategic Financial..., Brokers, Underwriting, 401k, Customer Service, Term Life Insurance, Financial Planning, Strategic Planning, COBRA
Education
Belmont University
Bachelor's Degree, History
Digital Benefit Advisors August 2014 - Present
Benefits Resource February 1992 - July 2014
Skills
Personnel Management, Benefits Administration, Health Insurance, Project Management, Insurance, Change Management, Employee Benefits, Employee Engagement, Disability Insurance, COBRA, Brokers, Risk Management, Contract Negotiation, Management, Customer Service, Strategic Planning, Human Resources, Workers Compensation, Life Insurance, Business Strategy, Healthcare, Account Management, Negotiation, Leadership, Microsoft Office, Leadership Development
Education
University of California, Riverside 1986 — 1990
University of California, Riverside
Digital Benefit Advisors January 2015 - Present
Digital Benefit Advisors - Southern California June 2014 - December 2014
Digital Benefit Advisors - Southern California June 2012 - May 2014
Lockheed Martin June 2011 - May 2012
Lockheed Martin June 2010 - May 2011
Lockheed Martin February 2009 - May 2010
TCN-The Comcast Netwrok September 2008 - December 2008
Tarara Winery, LLC June 2008 - August 2008
Skills
Social Media Marketing, Press Releases, Internal Communications, Newsletters, Corporate Communications, Marketing, Integrated Marketing, Marketing Communications, Strategic Communications, Blogging, Social Media, Media Relations, Advertising, Copywriting, Editing, Graphic Design, Event Planning, Adobe Creative Suite, Corporate Branding, Branding & Identity, Public Relations, Strategic Public...
Education
University of Maryland College Park 2005 — 2008
Bachelor of Arts, Communication, concentration in Public Relations, 3.6
American University of Rome 2008 — 2008
Study Abroad Program, Business/Corporate Communications, 4.0
Digital Benefit Advisors February 2012 - Present
Vanderbilt University Medical Center April 2007 - June 2010
Aerotek September 2002 - April 2007
Skills
Insurance, Spreadsheets, Employee Benefits, Administrative..., Microsoft Word
Education
Aquinas College 2007 — 2008
Austin Peay State University 1999 — 2001
Volunteer State Community College
Digital Benefit Advisors August 2015 - Present
WARREN Business Services, Inc. January 2011 - August 2015
BBVA Compass 2005 - 2011
WARREN Benefits Group, Inc. 1989 - 2005
Skills
Health Insurance, Insurance, Sales, Life Insurance, Health Savings Accounts, Disability Insurance, Employee Benefits, Long Term Care Insurance, 401k, Vision Insurance, Dental Insurance, Short Term Disability..., Long Term Disability..., Voluntary Group...
Education
San Jacinto College 1987 — 1989
Business Management
Digital Benefit Advisors June 2013 - Present
CIGNA Healthcare August 2007 - August 2012
Coventry Health Care July 2002 - July 2007
Materialogic July 1999 - July 2002
UnitedHealthcare July 1994 - July 1999
Skills
Dentistry, Strategic Planning, Disability Insurance, Medicare, Hospitals, Customer Service, Provider Relations, HIPAA, Healthcare Information..., Healthcare Management, Network Development
Education
The University of Montana 1978 — 1982
Marketing
Strategic Connections, Inc. May 2013 - Present
Digital Benefit Advisors July 2006 - May 2013
TriSure Benefit Advisors July 2006 - September 2011
Medical Mutual April 2005 - July 2006
Skills
Disability Insurance, Health Insurance, Workers Compensation, Human Resources, FMLA, Group Insurance, Employee Benefits, COBRA, Licensed Property &..., Licensed Life & Health..., Health Savings Accounts, Insurance, Life Insurance, Term Life Insurance, Self-funded, Property & Casualty..., Group Medical, Commercial Insurance, Cafeteria Plans, Accident, Multi-state Payroll...
Education
Johnston Community College
Digital Benefit Advisors February 2002 - Present
Education
University of Mary Washington 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Digital Benefit Advisors July 2015 - Present
Compass Consulting Group, Inc May 2013 - July 2015
Rogers Benefit Group September 2008 - May 2013
Greene-Hazel & Associates December 2006 - July 2008
Skills
Employee Benefits, Term Life Insurance, Marketing Strategy, Underwriting, Account Management, COBRA, Sales, Life Insurance, New Business Development, Health Savings Accounts, Flexible Spending..., Customer Service, Insurance, Health Insurance, Benefits Administration, Disability Insurance, Workers Compensation, HMO, Retirement, Management, Brokers, Claim, Commercial Insurance, Sales Operations, Team Building, Fixed Annuities, Microsoft Word, Microsoft Office, Employment Practices..., Commercial Lines, Liability, Long-term Care, Cafeteria Plans
Education
Florida State College at Jacksonville 2003 — 2005
AA, Business Management
Digital Benefit Advisors January 2015 - Present
PacketMicro Inc. August 2014 - January 2015
MetroMedia Technologies July 2013 - August 2013
CAMINTEL May 2013 - June 2013
Shanghai Juss Event Management Co., Ltd. February 2012 - April 2012
Skills
Data Analysis, Market Research, SQL, Microsoft SQL Server, SAS, VBA, Python, Microsoft Excel, Visio, Relational Databases, Data Mining, Business Intelligence, Business Analysis, Digital Marketing, Social Media, Pricing, SEO, AppleScript, Photoshop, Teamwork, Highly detail oriented, Microsoft Office
Education
The University of Texas at Dallas 2012 — 2014
Master of Science (MS), Marketing Analytics, 3.6
City University of New York 2009 — 2012
Certificate Program, International Business
University of Shanghai for Science and Technology 2008 — 2012
Bachelor of Arts (B.A.), English (International Trade)
Digital Benefit Advisors July 1996 - Present
Skills
Insurance, Public Speaking, Benefits Administration, Employee Benefits, Health Insurance, New Business Development, Life Insurance, Disability Insurance, Strategic Planning, Underwriting, Brokers, Workers Compensation, Health Savings Accounts, Term Life Insurance, COBRA
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1983 — 1987
BA, Marketing
Digital Benefit Advisors May 2010 - Present
Kendle International 2006 - 2007
PPD 2004 - 2006
Skills
Health Insurance, Insurance, COBRA, Salesforce.com, Marketing Communications, Underwriting, Account Management, Life Insurance, Employee Benefits, Commercial Insurance, Sales, Marketing, Disability Insurance, Cold Calling, Direct Sales, Property & Casualty..., Customer Service, Strategic Planning
Education
Meredith College 2000 — 2004
BS, Child Development, Psychology
Lee Senior
O'Neal
Digital Benefit Advisors March 2015 - Present
Hillsboro Village Auto Service September 2014 - Present
Unum September 2013 - March 2015
Lincoln Financial Group January 2012 - September 2013
Lincoln Financial Group February 2008 - January 2012
Lincoln Financial Group October 2007 - February 2008
Lincoln Financial Group July 2002 - October 2007
Unum August 2000 - July 2002
Skills
Bi-lingual Spanish..., Life Insurance, Employee Benefits, Insurance, Disability Insurance, Sales, Customer Service, Salesforce.com, Account Management, Process Improvement, Underwriting, Leadership, Strategic Planning, Microsoft Office, Event Planning, Term Life Insurance, Marketing, Team Building, Sales Management, Human Resources, Social Media, Analysis, Management
Education
Bryan College 1995 — 1999
Bachelor of Arts (B.A.), Philosophy and Religious Studies
Digital Benefit Advisors August 2013 - Present
Northwestern Group Associates December 2007 - August 2013
Skills
Employee Benefits, Disability Insurance, Human Resources, Insurance, Benefits Administration, Life Insurance, Health Savings Accounts
Education
Assumption College 1990 — 1994
Bachelor's degree, English
Digital Benefit Advisors December 2006 - Present
HD Supply (formerly Hughes Supply Inc.) August 1989 - December 2006
Skills
PowerPoint, Customer Service, Office Administration, Microsoft Office, Health & Welfare...
Education
Olivet Nazarene University
General Studies
Digital Benefit Advisors May 2013 - Present
BB&T Insurance Services August 2007 - April 2013
Skills
Disability Insurance, Employee Benefits, Health Insurance, Life Insurance, Life and Health License, Account Management
Education
University of Dayton 1997 — 2001
Bachelor of Arts (B.A.), Communications
University of Dayton
Digital Benefit Advisors September 2014 - Present
Linden Group Health Services January 2014 - August 2014
Optics Planet, Inc November 2010 - January 2014
White Elephant Media, Inc June 2006 - July 2010
White Elephant Media, Inc January 2008 - January 2010
White Elephant Media January 2006 - January 2008
Skills
Business Strategy, Business Transformation, Business Process..., Strategic Planning, Program Management, Business Analysis, Project Management, Organizational Design, Organizational..., Process Improvement, Performance Improvement, Operations Management, Project Planning, Organizational..., Due Diligence, Operational Excellence, Team Leadership, Analysis, Inventory Management, Proposal Writing, Business Development, Sales, Management, Purchasing, Training, Customer Service, Leadership, Account Management
Education
Gettysburg College 2004 — 2006
Bachelor's degree working, Philosophy
Cornell University 2002 — 2004
Digital Benefit Advisors March 2014 - Present
Paychex May 2009 - March 2014
Gevity Inc. January 2006 - January 2009
Phase3 Media, LLC November 2003 - January 2005
Peachtree Planning Corporation October 2001 - November 2003
Chipman-Union, Inc. 1999 - 2001
Skills
Employee Benefits, Salesforce.com, Account Management, New Business Development, Insurance, Sales, Health Insurance, 401k, Sales Process, Negotiation, Strategic Planning, Marketing, Retirement, Direct Sales, Business Strategy, Cold Calling, Sales Management, Customer Service, B2B, Business Development, Competitive Analysis, Human Resources, Management, CRM
Education
Georgia College and State University 1995 — 1999
B.B.A., Economics
Lakeside high school 1991 — 1995
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Digital Benefit Advisors June 2012 - Present
Medical Society of Virginia Insurance Agency October 2002 - June 2012
Education
Penn State University 1973 — 1977
BS, Business and Marketing
Digital Benefit Advisors July 2014 - Present
Linden Group Health Services July 1988 - June 2014
Education
Loyola University Chicago 1982 — 1986
Digital Benefit Advisors April 2011 - Present
Dominion Benefits September 2006 - April 2011
Southern Health 2002 - 2006
Education
Mary Washington College 1989 — 1991
Bachelors, Business
Digital Benefit Advisors January 2014 - Present
Robert J. Shafer & Associates, Inc. September 1988 - January 2014
Skills
Employee Benefits, Insurance, Health Insurance
Education
Florida State University
Digital Benefit Advisors April 2011 - Present
Dominion Benefits April 2003 - March 2011
Aetna October 1986 - March 2001
Aetna 1998 - 2000
Skills
Insurance, Health Insurance, Employee Benefits, Disability Insurance, Benefits Administration, Leadership, Sales, Life Insurance, Health Savings Accounts, Health Care Reform, COBRA, Term Life Insurance, Brokers, Strategy, Long-term Care, Critical Illness, 401k, Underwriting, Medicare, Accident, Fixed Annuities, Workers Compensation
Education
Eckerd College 1980 — 1984
B.A., Business Management
Digital Benefit Advisors January 2015 - Present
Ovation: Now a Digital Benefit Advisors Company September 2013 - Present
Ovation Holdings, Inc. January 2012 - September 2013
Ovation Benefits Group October 2002 - September 2013
Karelia Health March 2012 - August 2013
Carew, Driscoll & Associates, Inc. October 1992 - October 2002
Johnson & Higgins (Marsh) October 1991 - October 1992
CIGNA 1987 - 1991
MET LIFE 1986 - 1987
Skills
Employee Benefits, Process Improvement, Mergers, Management, Insurance, Strategic Planning, Health Insurance, New Business Development, Healthcare, Sales Management, Team Building, Marketing
Education
Boston College 1982 — 1986
Bachelor of Arts (B.A.), History
Digital Benefit Advisors 2013 - Present
Aon Hewitt 2010 - 2013
CastleRock Security 2007 - 2010
Skills
Health Insurance..., Medicare, Medicare Part D, Employee Benefits, Call Centers, Management, Sales, Leadership, Training, Quality Assurance
Education
Illinois State University 2000 — 2005
Bachelor of Science (B.S.), Mass Communication/Media Studies
Digital Benefit Advisors July 2014 - Present
Miles Employee Benefit Consultants December 2011 - June 2014
CP Benefit Services, Inc. January 2004 - December 2011
Consolidated Planning, Inc. February 1999 - December 2003
QualChoice of Virginia 1994 - 1999
Skills
Employee Benefits, Disability Insurance, Retirement Planning, Long-term Care, Insurance, Retirement, Long Term Care Insurance, Life Insurance, Estate Planning, Health Savings Accounts, Fixed Annuities, Underwriting, Health Insurance, Strategic Financial..., 401k, Investments, IRAs, Dentistry, COBRA, ERISA, Financial Planners, Benefits Administration, Critical Illness, Term Life Insurance, Accident, Whole Life, Universal Life, Brokers
Education
University of South Carolina-Columbia 1976 — 1981
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Zenefits May 2015 - Present
Benefit Commerce Group February 2014 - May 2015
Digital Benefit Advisors July 2012 - 2014
Carlyn Group July 2011 - May 2012
HealthSure September 2009 - January 2011
Scott & White Health Plan September 2008 - September 2009
Carlyn Group 2006 - 2008
Panel Specialists, Inc 2003 - 2006
Wilsonart LLC June 1997 - March 2003
Skills
Group Health, Disability Insurance, Voluntary Employee..., Employee Benefits, Brokers, Health Insurance, Term Life Insurance, Agents, Group Benefits, Benefits Communication, Life Insurance, Long-term Care, Medicare, Critical Illness, Whole Life, People-oriented, Project Management, Insurance, Account Management, Strategic Planning, Customer Service, Sales, Sales Management, Marketing, Benefits Administration, Healthcare, Health Savings Accounts, Underwriting, Leadership, Management
Education
Northern Arizona University 1985 — 1989
Bachelor of Science, Advertising
Digital Benefit Advisors June 2014 - Present
Forrester & Associates Insurance Agency, Inc. May 2009 - May 2014
N'Shape With'N October 2006 - March 2011
Peak Fitness October 2006 - June 2010
Reliance Standard Insurance Company May 2007 - May 2009
Skills
Disability Insurance, Insurance, Employee Benefits, Health Insurance, Dentistry, Life Insurance, Benefits Administration, Term Life Insurance, COBRA, Account Management, Sales, Healthcare, Group Medical, Health Savings Accounts, Accident Insurance, Flexible Spending..., Employee Wellness
Education
University of North Carolina at Charlotte 2003 — 2006
BA, Dance
Digital Benefit Advisors August 2015 - Present
Skills
Health Insurance, Employee Benefits, Insurance, Brokers, Account Management, Management, Business Development, Claim, Marketing, Reinsurance, Managed Care, Healthcare, Sales, Health Savings Accounts, Self-insured, Strategy, Process Improvement, Leadership, Claims Management, Strategic Planning, Training, Executive Management, Benefits Administration, Insurance Brokerage, Policy, Human Resources, Professional Liability, Life Insurance, Marketing Strategy, Mergers & Acquisitions, Medicare
Education
University of Phoenix 2001 — 2003
BS, Business Management, 4.0
University of Cambridge 2000 — 2000
Study Abroad, General Studies, 4.0
Digital Benefit Advisors March 2014 - Present
Rocketship Education November 2013 - March 2014
ProVisors June 2013 - November 2013
eHealthInsurance April 2010 - May 2013
Uniquify Inc September 2008 - April 2010
Big Brothers Big Sisters August 2007 - May 2008
CXO Communication May 2007 - August 2007
Skills
Event Planning, Press Releases, Public Relations, Travel Planning, Marketing, Interviews, Employee Benefits, Recruiting, Social Networking, Organization, Human Resources, Management, Social Media, Trade Shows, Corporate Blogging, Media Relations, Microsoft Office, Microsoft CRM, Executive..., Calendaring, Confidentiality, Managing Meetings, Vocus, Meltwater, Visas, Non-profit Program...
Education
California State University-Chico 2005 — 2008
Bachelor of Arts, Journalism/Public Relations
Connected Benefits March 2014 - Present
Maxwell Health March 2014 - August 2015
Digital Benefit Advisors April 2013 - March 2014
Digital Benefits Marketplace April 2013 - March 2014
Chamber Preferred July 2012 - April 2013
Digital Benefit Advisors January 2011 - April 2013
Benefit Group of New England October 2000 - January 2011
Skills
Insurance, Health Insurance, Benefits Administration, Employee Benefits, Disability Insurance, Human Resources, Leadership, Marketing, Strategy, Management, Health Savings Accounts, Analysis, Brokers, Strategic Planning, Life Insurance, Account Management, Customer Service, Training, Sales, Underwriting, Claim, Team Building, Risk Management, Healthcare
Education
Community College of Vermont
Digital Benefit Advisors December 2013 - January 2015
Hines 2015 - 2015
Hines 2015 - 2015
Hines 2015 - 2015
Hines 2015 - 2015
Hines 2015 - 2015
Community Gatepath February 2013 - October 2014
Williams-Sonoma, Inc. April 2013 - December 2013
Community Gatepath December 2010 - March 2013
Community Gatepath May 2007 - December 2010
Skills
Event Planning, Non-profits, Volunteer Management, Public Speaking, Marketing Communications, Fundraising, Social Media, Microsoft Office, Office Management, Organization, Community Outreach, Coordination, Events, Graphic Design, Photography, Nonprofits, Organizational..., Newsletters, Social Networking, Management, Customer Service, Public Relations, Marketing, Online Marketing, Media Relations
Education
SFSU 2000 — 2002
Certification, Multimedia Studies Program
San Francisco State University 1992 — 1997
BS, Hospitality Management
Digital Benefit Advisors September 2012 - Present
Strategic Benefit Solutions, LLC February 2007 - September 2012
HCW Employee Benefits, LLC 2002 - 2006
Stewart Engineering 1994 - 2003
Skills
Employee Benefits, Management, Strategic Planning, Health Insurance, Insurance, Recruiting, Account Management, Benefits Administration, Disability Insurance, Proposal Writing, Leadership, Life Insurance, Executive Management, Project Management, Risk Management, Consulting, Long-term Care, Healthcare, Contract Negotiation, Leadership Development, Sales, Team Building, Coaching, Budgets, Training, Small Business, Underwriting, New Business Development, Employee Relations, Marketing Strategy, Brokers, Construction, Investments, Strategy, Term Life Insurance, Human Resources, Public Speaking, Performance Management, Analysis, Organizational..., Mergers & Acquisitions, Change Management, Business Planning, Marketing, Process Improvement, Customer Service
Education
North Carolina State University 1983 — 1988
Bachelors of Science, Civil Engineering
Digital Benefit Advisors July 2011 - Present
The Federal Savings Bank February 2012 - June 2013
Chicago Bancorp October 2010 - February 2012
Naperville Community Unit School District 203 January 2010 - October 2010
The Children's Center January 2010 - June 2010
Great Lakes Bancorp 1986 - 1995
Great Lakes Bancorop 1988 - 1992
Great Lakes Bancorp 1986 - 1988
Skills
Loans, Banking, Loan Origination, Mortgage Lending, Credit, Customer Service, Sales, Management, Underwriting, CRM, Insurance, Mortgage Banking, Finance, Residential Mortgages
Education
Michigan State University 1982 — 1986
BA, Business Administration
College of DuPage
Intermediate Excel 2007
Digital Benefit Advisors September 2012 - Present
Madlyn and Leonard Abramson Center for Jewish Life 2014 - 2015
Madlyn and Leonard Abramson Center for Jewish Life 2014 - 2015
Montgomery Benefits Group 1996 - September 2012
Duron Paints 1994 - 1996
Buten Paint & Wallcovering 1979 - 1994
Ohrbach's March 1977 - June 1979
Skills
Non-profits, Event Planning, Home Care, Employee Benefits, Public Speaking, Problem Solving, Strategic Planning, Insurance, Healthcare, Nonprofits, Management, Community Outreach, Human Resources, Small Business, Health Insurance, Team Building, Retail, Long-term Care, Fundraising, Leadership, Customer Service, Medicare
Education
University of Pennsylvania - The Wharton School 1973 — 1977
Organizational Management & Information Systems
Cheltenham High School 1970 — 1973
Digital Benefit Advisors August 2015 - Present
Sapers & Wallack, Inc. July 2008 - February 2015
Bostonian Group December 2007 - July 2008
Harvard Pilgrim Health Care June 1999 - December 2007
Skills
Health Insurance, Employee Benefits, 401k, Employee Relations, Account Management, HRIS, Executive Pay, Talent Management, New Business Development, Disability Insurance, Insurance, Benefits Administration
Education
Saint Michael's College 1982 — 1986
BA, Sociology
Wellesley High School 1979 — 1982
Digital Benefit Advisors July 2015 - Present
Digital Insurance January 2015 - June 2015
Digital Insurance June 2014 - December 2014
Digital Insurance November 2013 - June 2014
COUNTRY Financial® May 2013 - August 2013
Skills
CRM, Marketing Analytics, Social Media Marketing, Microsoft Excel, PowerPoint, Public Speaking
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (BBA), Risk Managment and Insurance
The University of Georgia 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Digital Benefit Advisors January 2012 - April 2013
Strategic Employee Benefits November 2005 - December 2011
Hermitage Roofing Company July 2004 - November 2005
Mark A. Jones & Associates February 2002 - July 2004
Skills
Insurance, Customer Service, General Insurance, Disability Insurance, Strategic Planning, Life Insurance, Employee Benefits, Health Insurance
Education
Johnson and Wales University 1994 — 1998
Bachelor of Science (B.S.), Equine Business Management/Riding
Digital Benefit Advisors September 2010 - Present
Fallick Insurance Services, Inc. September 2010 - May 2013
Burke Williams Day Spas, Inc. 2003 - 2010
Skills
Customer Service, Social Media, Marketing, Event Planning, Social Networking, Sales, Social Media Marketing, Recruiting, Salesforce.com, Account Management, Insurance, Outlook, Human Resources, Time Management, Employee Benefits, Management
Education
San Jose State University
Bachelor's Degree, Communication and Media Studies
Digital Benefit Advisors August 2015 - Present
Wells Fargo Insurance Services May 2010 - July 2015
Willis (formerly HRH) May 2008 - May 2010
Willis August 2005 - May 2008
Risk Transfer, Inc October 2003 - August 2005
Skills
Health Insurance, Employee Benefits, Disability Insurance, Health Savings Accounts, COBRA, Insurance, Flexible Spending..., Long-term Care, Brokers, Open Enrollment, Self-funded, Workers Compensation, Term Life Insurance, Life Insurance, ERISA, HRA, FSA, Group Medical, Health Care Reform, Employee Wellness, Claim, Community Outreach, Online Social Networking
Education
Stetson University
Bachelor of Arts, Communication Studies
Digital Benefit Advisors April 2013 - Present
Self-Employed January 2012 - Present
Self-Employed December 2009 - Present
Kiwibank November 2014 - May 2015
St. Francis Xavier University January 2013 - April 2014
St. Francis Xavier University August 2012 - April 2014
Johnson & Wales University February 2010 - February 2011
Skills
Creative Problem Solving, Dependable Team Player, Close Attention to..., Conflict Resolution, Goal Oriented, Artistic Abilities, Event Planning, Research, Time Management, Leadership, Art, Critical Thinking, Administration, Management, Spanish, Microsoft Office, Customer Service, Teamwork, Public Speaking, PowerPoint, Sales, Microsoft Word, Team Leadership, Microsoft Excel, Communication, Social Media, Event Management, Problem Solving, Social Networking
Education
St. Francis Xavier University 2013 — 2014
Honours Bachelor of Arts (B.A.), Psychology
St. Francis Xavier University 2011 — 2013
Bachelor of Arts (B.A.), Psychology
Johnson and Wales University 2009 — 2011
Creative Advertising (incomplete, transferred), Advertising
Digital Benefit Advisors May 2014 - Present
Drew Miller Insurance Services, Inc. June 2001 - May 2014
One Way Consulting March 2000 - December 2000
Skills
Employee Benefits, Medicare, Insurance, Health Insurance, Life Insurance, Health Savings Accounts, Brokers, Underwriting, Customer Service, Strategic Planning, Leadership
Education
Cabrillo College 1990 — 1991
Women's Studies - Women in contemporary society
Digital Benefit Advisors January 2015 - Present
Unum July 2012 - November 2014
Skills
Insurance, Disability Insurance, Health Insurance, Employee Benefits, Life Insurance, Customer Service, Brokers, Sales, Term Life Insurance, Microsoft Office, Leadership, Microsoft Excel, Marketing, Health Savings Accounts, PowerPoint, Salesforce.com, Team Leadership, Public Speaking, Outlook, Sales Process, Group Insurance, Healthcare, Pricing, Lead Generation, Microsoft Word, Critical Illness
Education
Fresno State
Bachelor of Science (B.S.)
San Jose State University
Board of Directors: Silicon Valley Association of Health Underwriters January 2009 - Present
Digital Benefit Advisors October 2003 - Present
Chamber of Commerce: Los Gatos 2003 - Present
Campbell Chamber 2003 - 2013
Let Them Hear Foundation May 2009 - October 2009
UCLA September 2000 - May 2003
Skills
Employee Benefits, Medicare, Insurance, Health Insurance, Litigation, Public Speaking, Non-profits, Life Insurance, Research, Event Planning, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Small Business, Strategic Planning, Marketing, Microsoft Word, Estate Planning, Nonprofits, Disability Insurance, Term Life Insurance, Long-term Care, Leadership, Long Term Care Insurance, Fundraising, Brokers, Health Savings Accounts, Health Care Reform, Underwriting, Accident, Management, Sales, Whole Life, Fixed Annuities
Education
University of California, Los Angeles 2000 — 2003
Political Science, International Relations
Menlo Atherton High School 1996 — 2000
Digital Benefit Advisors September 2014 - Present
The Sorin Group 2003 - 2014
Skills
Employee Benefits, Health Insurance, Insurance, Strategic Planning
Education
Elon University
Bachelor’s Degree
Digital Benefit Advisors July 2015 - Present
True North Insurance Agancy May 2014 - June 2015
Hillcrest Dental Care Inc. April 2013 - May 2014
Northern Berkshire Healthcare July 2011 - April 2013
Northern Berkshire Healthcare May 2003 - July 2011
Skills
Healthcare Management, Group Health Insurance, Healthcare, Customer Service, Public Speaking, Leadership, Strategic Planning, Social Media, Hospitals, Management, Budgets, Community Outreach
Education
Massachusetts College of Liberal Arts 1992 — 1996
BA, Mathematics
Grand Ole Opry January 2015 - Present
Digital Benefit Advisors June 2015 - July 2015
Columbus Zoo and Aquarium September 2013 - May 2015
Columbus Zoo and Aquarium September 2011 - May 2015
Radio U May 2009 - July 2013
P&G Marketing Challenge March 2013 - March 2013
Orangehaus Records August 2010 - May 2011
Teletouch / Alumni Development Offices August 2008 - May 2011
Rush Concerts July 2010 - August 2010
Rush Concerts April 2010 - April 2010
Skills
Promotions, Social Media Marketing, Social Media, Event Management, Fundraising, Questionnaire Design, Works well with a team, Leadership..., Digital Audio, Digital Applications, Organizational Support, Marketing Communications, Marketing Documents, Record Labels, Musicality, Assisting Others, Assistant Work, Positive Behavior..., Positive Personality, Close Attention to..., Creativity, Copywriting, Strategy, Research, Social Networking, Market Research, Press Releases, Marketing, Team Leadership, Video Editing, Newsletters, Sponsorship, Training, Teamwork, Event Planning, Photography, Facebook, Blogging
Education
University of Dayton 2012 — 2013
Bachelor of Science, Marketing
Anderson University 2007 — 2011
BA, Music Business / Marketing
Just Because Personalized Paper Crafts July 2015 - Present
Blue Cross and Blue Shield of Vermont September 2014 - Present
Blue Cross and Blue Shield of Vermont March 2014 - September 2014
Digital Benefit Advisors September 2012 - March 2014
Burger King Corporation August 2007 - September 2012
Skills
Health Insurance, Insurance, Outlook, Benefits Administration, Customer Service, Disability Insurance, Life Insurance, Microsoft Excel, Microsoft Word, Time Management, PowerPoint, Microsoft Office
Education
Community College of Vermont 2009 — 2012
Digital Benefit Advisors 2014 - Present
The Guardian Life Insurance Company of America March 2011 - May 2014
Coventry Health Care / Southern Health July 2009 - March 2011
SummaCare Health Plans September 2004 - July 2009
Skills
Health Insurance, Dental, Vision Insurance, Disability Insurance, Term Life Insurance, Employee Benefits, Health Savings Accounts, Life Insurance, Brokers, Accident, Group Insurance, Flexible Spending..., Critical Illness, Group Medical, Open Enrollment, Voluntary Employee..., Insurance, Sales, Customer Retention, Accident Insurance, Licensed Life, Account Management, COBRA, Medicare
Education
The University of Akron 1983 — 1988
Bachelor of Arts, Business & Organizational Communications
McKinley Sr. HIgh School
Digital Benefit Advisors August 2014 - August 2015
Advanced Medical CPRx June 2008 - August 2014
Cone Distributing, Inc. June 2012 - July 2014
Bullwinkle's Saloon April 2013 - May 2014
Midtown Pass June 2012 - April 2013
Skills
Microsoft Applications, SPSS, Stata, Medisoft, Social Statistics, Facebook, Community Outreach, Microsoft Office, Spanish, Fitness, Social Media, Volunteer Management, Fundraising, Microsoft Publisher, Adobe Acrobat, Nitro, CRM, Adobe Professional, Lightroom, Photoshop, Nursing, Mental Health, Detoxification, Nutrition, Team Leadership, Outlook, PowerPoint, Microsoft Word, Event Planning, Public Speaking, Microsoft Excel
Education
Marian University 2014 — 2016
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Florida State University 2012 — 2013
Bachelor of Science (B.S.), Sociology, Psychology
Tallahassee Community College 2011 — 2012
Associate of Arts (A.A.), General Studies
Hofstra University 2009 — 2010
Public Heath
Savannah College of Art and Design 2009 — 2009
Photography
Miss Porter's School 2005 — 2009
Digital Benefit Advisors October 2003 - Present
Sunkist Growers June 1990 - October 1997
Skills
Health Insurance, Employee Benefits, Disability Insurance, Insurance, Life Insurance, Health Savings Accounts, COBRA, Benefits Administration, Term Life Insurance, Long-term Care, Underwriting, Defined Benefit, Health Care Reform, 401k, Executive Pay, Group Insurance, Open Enrollment, Critical Illness, ERISA, Accident, Human Resources, FMLA, HRIS Database Management, Employment Law, Small Group, Self-funded
Education
Santa Monica College 1983 — 1986
Associate's Degree, Business Administration and Management, General
St Monica High School 1980 — 1983
High School, General Studies, 12
Digital Benefit Advisors July 2012 - Present
Skills
Employee Benefits, Health Insurance, Insurance, Health Savings Accounts, Disability Insurance, Brokers, Small Business, Term Life Insurance, COBRA, Long-term Care, Underwriting, Benefits Administration, Strategic Planning, 401k, Group Medical, New Business Development, Accident, Healthcare, Analysis, Employee Relations, Critical Illness, Risk Management, Healthcare Reform..., Non-profits, Account Management, Contract Negotiation, Benefits, Group Health, Group Benefits, HRIS, Mergers, Health Plans, Managed Care, Affordable Care Act, Retirement, Medicare, HIPAA, Consumer-Driven Health..., Long Term Care, Medicare Supplements, Defined Benefit, Dental, Retirement Planning, Wellness Programs, Executive Compensation, Employee Wellness, Employee Engagement, Pharmacy Benefit..., Corporate Wellness, Benefits Negotiation
Education
The University of Texas at Austin 1997 — 2001
Bachelor in Communications
The University of Texas at Austin 1997 — 2001
BS
Digital Benefit Advisors May 2014 - Present
Digital Benefit Advisors May 2013 - May 2014
Digital Benefit Advisors January 2012 - April 2013
Strategic Employee Benefit Services May 2011 - December 2011
BrownGreer PLC February 2011 - April 2011
Longwood University Golf Course October 2009 - November 2010
ZipRealty - Barbara Thomas June 2010 - August 2010
Bay Auto Service, INC July 2009 - August 2009
Immortalis Botanicals October 2008 - December 2008
Skills
Microsoft Excel, Blogging, Insurance, Customer Service, Microsoft Office, Health Insurance, Employee Benefits, Data Entry, Microsoft Office 2007, Customer Satisfaction, File Management, Clerical Work, Outlook, Time Management, Building Relationships, People Skills, Licensed Life & Health..., Management, Leadership, Training
Education
Longwood University 2006 — 2010
Bachelor of Arts, English
Digital Benefit Advisors January 2012 - Present
Strategic Employee Benefit Services July 2007 - December 2012
Skills
Business Strategy, Business Planning, Strategic Planning, Management, Risk Management, Investments, New Business Development, Marketing Strategy, Project Management, Health Insurance, Life Insurance, Leadership, Long-term Care, Employee Benefits, Disability Insurance, Team Building, Customer Service, Term Life Insurance, Brokers, Underwriting, Small Business, Microsoft Office
Education
Muskingum College
Bachelor of Arts (BA), Accounting and Business/Management
Aon Risk Solutions 2015 - Present
Aon Hewitt January 2013 - March 2015
Digital Benefit Advisors February 2011 - December 2012
debutts & Roberts, PLLC July 2010 - October 2011
American Research Institiute November 2006 - April 2011
Duke University Health System August 2000 - April 2005
Apria Healthcare March 1996 - July 2000
Skills
Strategic Planning, Financial Analysis, Employee Benefits, Business Planning
Education
University of Maryland College Park 1991 — 1995
Business, Accounting
Birkbeck, University of London
Study Abroad
ISU Insurance Services of San Francisco November 2014 - Present
Digital Benefit Advisors August 2014 - November 2014
Shargel & Co Insurance Services May 2012 - August 2014
Allstate November 2009 - May 2012
Enterprise Rent-A-Car July 2006 - August 2008
Skills
Insurance, Customer Service, Microsoft Office, Commercial Insurance, Property & Casualty..., Sales, Employee Benefits, Affordable Care Act, Marketing, Health Insurance, Account Management, Customer Retention, Disability Insurance, Cold Calling, Leadership, Management, Underwriting
Education
California State University-Sacramento 2001 — 2006
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Blue Cross Blue Shield of Massachusetts June 2014 - Present
Providence Bruins January 2014 - Present
Stonehill College September 2011 - Present
Digital Benefit Advisors May 2013 - September 2013
Business Communications In China March 2013 - March 2013
Skills
Customer Service, Marketing, Management, Entrepreneurship, Sales, Project Management, Microsoft Excel, Software Documentation, Insurance, Employee Benefits, Social Media, Time Management, Public Speaking, Leadership, Social Networking, Teamwork, Microsoft Office, Research, Data Analysis, Event Management, Marketing Communications
Education
Stonehill College 2011 — 2015
Williston Northampton Preparatory School 2011 — 2011
Belmont High School 2009 — 2010
Malden Catholic High School 2007 — 2008
Digital Benefit Advisors July 2014 - Present
Linden Group Health Services, Inc. August 2003 - July 2014
Skills
Employee Benefits, Group Benefits, Group Health, Disability Insurance, Wellness Programs, Long Term Care, Healthcare Compliance, Health Insurance, Long-term Care, Employee Wellness, Claim, Medical Compliance, Customer Service, Insurance, Small Business, 401k, Brokers, Life Insurance, Health Care Reform, Workers Compensation, Strategic Planning, Sales
Education
Illinois State University
Northeastern Illinois University
Bachelors, Marketing
Digital Benefit Advisors 2013 - Present
Capital Risk Management Group 2009 - 2012
Capital Financial Group 2001 - 2008
A.G. Edwards 1999 - 2001
Pathology Partners 1996 - 1999
Allied Clinical Laboratories 1990 - 1994
Ernst & Young 1988 - 1990
Skills
Corporate Finance, Mergers & Acquisitions, Strategic Planning, Employee Health...
Education
Harvard Business School 1994 — 1996
MBA, General Management
Oklahoma State University 1984 — 1988
Bachelor's, Accounting
Connected Benefits January 2014 - Present
Digital Benefit Advisors January 2011 - Present
Chamber Preferred July 2012 - January 2013
BGNE August 2009 - January 2011
Skills
Marketing, Health Insurance, Insurance, Market Research, Microsoft Excel, Employee Benefits, Competitive Analysis, Strategic Planning, Sales, Healthcare, Microsoft Office
Education
Quinnipiac University - School of Business 2005 — 2008
Bachelor's degree, Marketing
Rice Memorial High School 2000 — 2004
Pittman Insurance Group, LLC September 2014 - Present
Pierce Group Benefits April 2014 - August 2014
Senn Dunn Insurance April 2013 - September 2013
BB&T Insurance Services Inc. October 2012 - April 2013
Digital Benefit Advisors September 2011 - May 2012
TriSure Corporation June 2004 - September 2011
Aetna, Inc December 2003 - April 2004
Skills
Insurance, Analysis, Brokers, Time Management, Underwriting, Term Life Insurance, Health Insurance, Employee Benefits, Workers Compensation, Property & Casualty..., Account Management, Customer Service, Medicare, Outlook, Benefits Administration, Commercial Insurance, Life Insurance, General Insurance, Risk Management, Long-term Care, Health Savings Accounts, Marketing, Disability Insurance, Claim
Education
Rutgers University-New Brunswick 1995 — 1999
North Brunswick Township Highschool
American Alliance Insurance Brokers, LLC August 2012 - Present
Health Plans Online, Inc. February 2009 - Present
Westlake Employee Benefits January 1995 - Present
Digital Benefit Advisors August 2012 - October 2013
Cornerstone Network January 2008 - July 2013
John Hancock Life Insurance Company (U.S.A.) July 1979 - June 1980
Skills
Health Insurance, Employee Benefits, Health Policy, Insurance, Health Savings Accounts, COBRA, Health Care Reform, Healthcare, Leadership, Life Insurance, Cafeteria Plans, Wellness, Disability Insurance, Dentistry, Negotiation, Health, Human Resources, Small Business, Claim, Customer Service, Professional Liability, Workers Compensation, Property & Casualty...
Education
Michigan State University 1973 — 1975
Bachelor's Degree, Psychology
Digital Benefit Advisors Executive Vice PresidentPlanSourceJanuary 2008 - June 2011
CoAdvantage April 1997 - October 2010
Skills
Employee Benefits, Health Insurance
Education
Florida State University 1989 — 1991
Digital Benefit Advisors June 2010 - Present
Summit Benefits Group, Inc. December 1996 - Present
Skills
Strategic Planning, Health Insurance, Insurance, Leadership, Management, Team Building, Employee Benefits, Life Insurance
Education
University of Missouri-Saint Louis 1988 — 1992
Bachelor's degree - Political Science, Political Science and Government
Parkway Central High School 1984 — 1988
Digital Benefit Advisors May 2002 - Present
Skills
Employee Benefits, Dental, Defined Benefit, Group Benefits, Health Insurance, Underwriting, COBRA, Disability Insurance, Dentistry, Life Insurance, Insurance, Claims Management, Term Life Insurance, Benefits Administration, Long-term Care, Health Care Reform, 401k, Health Savings Accounts, Brokers, Account Management, Leadership, Sales, Strategic Planning, Management
Education
The American College 2007 — 2008
RHU
Digital Benefit Advisors May 2013 - Present
Community Gatepath January 2013 - Present
Fallick Insurance Services, Inc. 2005 - May 2013
NaviNet 2003 - 2005
eHealth 2000 - 2003
Blue Shield of California 1997 - 2000
UnitedHealthcare 1994 - 1997
Skills
Employee Benefits, Insurance, Customer Service, Management, Strategic Planning, Strategic Partnerships, Cross-functional Team..., Health Insurance
Education
University of California, Santa Barbara 1989 — 1993
Bachelor of Arts, Pyschology
Digital Benefit Advisors August 2013 - Present
Northwestern Group Associates 2006 - Present
Northwestern Group Associates 2006 - Present
Strategic Employee Benefit Services 2006 - Present
Northwestern Group Associates July 2006 - August 2013
Northwestern Group Associates July 2006 - August 2013
Northwestern Group Associates July 2006 - August 2013
Tufts Health Plan 1994 - 2009
Tufts Health Plan May 1994 - July 2006
Skills
Health Insurance, Managed Care, Health Savings Accounts, Provider Relations, Health Care Reform, Employee Benefits, Insurance, PPO, Life Insurance, Disability Insurance, Healthcare Industry, HIPAA, Dental Insurance, Healthcare Reimbursement, Manage Client..., COBRA, Group Insurance, Voluntary Employee..., Benefits Administration
Education
Framingham State College 1977 — 1980
Holy Cross Academy, Brookline
Family Physicians Group April 2015 - Present
Digital Benefit Advisors August 2014 - April 2015
Physicians United Plan May 2013 - July 2014
Physicians United Plan "PUP" January 2012 - April 2013
Physicians United Plan January 2010 - December 2011
Physicians United Plan, Inc. February 2008 - January 2010
University of North Florida November 2004 - April 2006
Skills
SQL, Business Intelligence, Microsoft Excel, Data Analysis, Access, Analysis, Process Improvement, Health Insurance, Databases, Project Management, Problem Solving, Medicare, Managed Care, Accounting, Insurance, Software Documentation, HIPAA, Excel, Great Plains, Medicare Risk Adjustment
Education
University of Central Florida 2006 — 2007
BSBA, Accounting - AIS Track
University of North Florida 2003 — 2006
Digital Benefit Advisors June 2011 - Present
Strategic Benefits Consultants, LLC July 2005 - Present
Skills
Health Insurance, Group Health, Disability Insurance, Group Benefits, Brokers, Strategic Consulting, Enrollment Management, Insurance, Strategic Planning, Leadership, Management, Underwriting, Employee Benefits, Sales, Human Resources, Term Life Insurance, Life Insurance, Long-term Care, Account Management, Health Savings Accounts, Team Building, Customer Service, Benefits Administration, Claim
Education
Kansas State University 1993 — 1997
BS, Communications / Business Administration
Digital Benefit Advisors July 2013 - Present
CUNA Mutual Group February 2001 - July 2013
Skills
Employee Benefits, Employee Engagement, Leadership, Benefits Administration, Health Insurance, Sales, Vendor Management, Insurance, Marketing, Underwriting
Education
Emory University 1982 — 1986
Digital Benefit Advisors April 1997 - Present
Skills
Account Management, Benefits Administration, Insurance, Life Insurance, Health Savings Accounts, COBRA, Brokers, Disability Insurance, Employee Benefits, Health Insurance, Strategic Planning, Term Life Insurance
Education
Northern Illinois University 1994 — 1996
Bachelor of Arts, Corporate Communications
Digital Benefit Advisors August 2015 - Present
ADP December 2012 - August 2015
EBCO Print & Promotions January 1999 - December 2012
Skills
Salesforce.com, Direct Mail, Account Management, Marketing, Management, Leadership, Customer Service, Sales Management, Sales, Sourcing, Direct Sales, Contract Negotiation, Lead Generation, B2B, Cold Calling, Selling
Education
Saint Mary's College of California 1994 — 1998
BA, History
San Ramon Valley High School
McKesson September 2015 - Present
Digital Benefit Advisors November 2014 - September 2015
MiddleOak December 2010 - November 2014
MiddleOak July 2008 - December 2010
GMAC Insurance July 2006 - July 2008
GMAC Insurance January 2004 - July 2006
GMAC Insurance November 2002 - January 2004
Catalina Marketing April 1999 - November 2002
Farmer Brothers April 1997 - April 1999
Treasure Bay Casino and Hotel April 1994 - April 1997
Skills
Sales Management, Emerging Markets, New Business Development, Operations Management, Manage Client..., Account Management, Team Building, Insurance, Technology, Property & Casualty..., Underwriting, Analytics, General Insurance, Customer Service, Pharmaceutical Sales, Restaurant Management, Grocery Industry, CPG Sales, CPG Industry, Commercial Insurance, Training, Casualty Insurance, Risk Management, Leadership, Durable Medical..., Pharmaceutical Industry, Marketing, Management, Sales Operations, Strategy, Marketing Strategy, Sales, Analysis, B2B, Forecasting, Strategic Planning, Negotiation, Budgets, Customer Retention, Market Analysis
Education
The University of Memphis
Bachelor's Degree, Business Administration and Management, Finance
Wooddale High School Memphis, TN
High School
Digital Benefit Advisors 2014 - 2015
Digital Benefit Advisors 2014 - 2015
Linden Group Health Services February 2012 - June 2014
Enterprise Rent-A-Car May 1995 - June 2000
Skills
Health Insurance, Healthcare Reform, Employee Benefits, Health Savings Accounts, Insurance, Disability Insurance, Health Care Reform, 401k, Workers Compensation, Benefits Administration, Vendor Management, Managed Care, Brokers, Employee Wellness, Term Life Insurance, Underwriting, Life Insurance, Long-term Care, Commercial Insurance, Property & Casualty..., Dentistry, Retirement Planning, COBRA, Group Insurance, Small Business
Education
Northern Illinois University
Digital Benefit Advisors October 2014 - Present
Digital Benefit Advisors January 2012 - Present
Physicians United Plan August 2009 - December 2011
RobinsonBush Inc. July 2007 - July 2009
Skills
Managed Care, Medicare, Insurance, HMO, Health Policy, Medicaid, Provider Relations, Medicare Part D, Healthcare Management, Health Insurance, HIPAA, Disease Management, Healthcare, PPO, Physicians, Network Development, Long-term Care, Medical Billing, Physician Relations, Claim, Medical Coding, Healthcare Information..., Healthcare Industry, Revenue Cycle, Analytics, Healthcare Consulting
Education
State University of New York at Buffalo - School of Management 1979 — 1981
MBA, Accounting
State University of New York College at Buffalo 1975 — 1979
Bachelor of Arts (BA), Economics
Digital Benefit Advisors August 2013 - Present
Northwestern Mutual March 2012 - July 2013
Northwestern Mutual July 2008 - March 2012
North Middlesex Savings Bank May 2006 - August 2007
Mullins Center September 2005 - May 2006
Harvest Cafe Coffee Company November 2001 - August 2004
Middlesesx Rehabilitation, Inc. November 2000 - August 2004
Ferjulians Farm Stand May 2002 - December 2002
Burger King August 2000 - May 2002
Skills
Banking, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Research, Leadership, Social Media, Public Speaking, Management, Marketing, Insurance, Training
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelor of Arts, Economics
Hudson High School
Digital Benefit Advisors July 2013 - Present
Berg Andonian March 2006 - July 2013
Tyler Technologies March 2004 - March 2006
Lion, Inc. 1994 - 2003
Tuttle & Co 1994 - 2003
Skills
Customer Service, Technical Communication, Project Management, Salesforce.com, Business Analysis, CRM, Insurance, Health Insurance, Employee Benefits, Sales, Life Insurance, Account Management, Leadership, Underwriting, Risk Management, Disability Insurance, Strategic Planning, Term Life Insurance, Management, Brokers
Education
Central Washington University 1990 — 1994
B.S., Business
Digital Benefit Advisors 2009 - Present
Georgia Benefits, Inc. August 1988 - Present
Skills
Disability Insurance, Employee Benefits, Insurance, Health Insurance, Health Savings Accounts, Life Insurance, Underwriting, Benefits Administration, COBRA, Brokers, Term Life Insurance, Long-term Care, Self-funded, Group Insurance, CRM, Accident, Health Care Reform, Retirement, Small Business, Managed Care, Critical Illness, Medicare, Claim
Education
University of Georgia - Terry College of Business 1985 — 1988
BA, Marketing
Digital Benefit Advisors January 2014 - Present
Registered Representative December 2002 - December 2014
Benefit Solutions, Inc December 2002 - December 2013
AmSouth Bank December 1997 - February 2002
First American National Bank 1999 - 2001
SunTrust Bank April 1988 - September 1997
Skills
Employee Benefits, Disability Insurance, Cold Calling, Business Relationship..., Public Speaking, Call Center, Insurance, Sales, Benefits Administration, Account Management, Small Business, 401k, Fixed Annuities, Life Insurance, Health Insurance, Call Centers, Customer Service, Management
Education
University of Kentucky 1978 — 1982
BA, Social work
North Hardin High School 1974 — 1978
General
Digital Benefit Advisors April 2011 - Present
Independent Agent May 2000 - June 2011
Aetna January 1993 - May 2000
Walt Disney World 1988 - 1993
Skills
Disability Insurance, Insurance, Health Insurance, Employee Benefits, Health Savings Accounts, Fixed Annuities, Retirement Planning, Brokers, Customer Service, Life Insurance, Term Life Insurance, Long-term Care, 401k, COBRA, Underwriting, Small Business
Education
University of Central Florida 1988 — 1992
BSBA, Marketing
University of Central Florida - College of Business Administration
BSBA, Marketing
Digital Benefit Advisors April 2009 - Present
NCAHU - North Coast Association of Health Underwriters 2009 - 2010
CAHU - California Association of Health Underwriters 2007 - 2009
BenefitMall 2005 - 2009
NCAHU - North Coast Association of Health Underwriters 2006 - 2007
Save Phace, Inc. 2004 - 2005
Gold Star Insurance Services, LLC 2000 - 2004
Skills
ERISA, Employee Benefits, Insurance, Marketing, Leadership, Start-ups, Account Management, Sales, Selling, Sales Operations, Recruiting, Marketing Strategy, Advertising, Program Management, Sales Process, Health Savings Accounts, Management, Customer Retention, Health Insurance, Healthcare, Customer Service, Disability Insurance, Group Insurance, Term Life Insurance
Education
University of Phoenix
BS, Business Administration
Digital Benefit Advisors April 2015 - Present
BeneFinder.com September 2013 - Present
Digital Benefit Advisors July 2006 - September 2013
Anthem July 2001 - July 2006
Skills
Insurance, Health Insurance, Employee Benefits, Leadership, Account Management, Benefits Administration, Microsoft Excel, CRM, Small Business, Disability Insurance, Forecasting, Analysis, Budgets, Strategic Planning, Underwriting, Management, Health Savings Accounts, Healthcare, Program Management, Team Leadership, Customer Retention, Training, Strategy, Risk Management, Human Resources, Recruiting, Marketing
Education
University of Virginia 1996 — 2000
BA, Sociology
Stanford University Graduate School of Business
Executive Program for Growing Companies, Strategic Management and Systems
Disney Institute
Business Excellence Training Program, Organizational Management and Client Service, Certification
McIntire Business Institute at UVA
Business
St. Christopher's 1982 — 1996
Digital Benefit Advisors January 2011 - Present
Cash & Associates, P.A. January 2011 - April 2013
Eidson Insurance January 2010 - January 2011
Rumberger, Kirk & Caldwell October 2006 - January 2010
J. Rolfe Davis Insurance August 2005 - October 2006
Campus Crusade for Christ May 2003 - August 2005
Skills
Insurance, Employee Benefits, Benefits Administration, Disability Insurance, Workers Compensation, Employee Relations, Health Insurance, Customer Service, Strategic Planning, 401k, HRIS, Recruiting, Microsoft Excel, Talent Acquisition, PowerPoint, Human Resources, Brokers, Underwriting, Term Life Insurance, Long-term Care, Professional Liability, Liability, Life Insurance, Retirement Planning, Claim
Education
The University of Georgia 1999 — 2003
B.B.A., Risk Management and Insurance
Digital Benefit Advisors June 2015 - Present
USA TODAY January 2005 - March 2015
USA TODAY June 2000 - December 2004
Upland Mortgage April 1999 - June 2000
Hertz Rent a Car November 1993 - April 1999
Skills
Account Management, Sales Management, Advertising Sales, Salesforce.com, Sales, B2B, Strategic Partnerships, Sales Presentations, Digital Media, Newspapers, Online Advertising, Lead Generation, Digital Marketing, Newspaper, Competitive Analysis, Product Marketing, Marketing Strategy, Data Analysis, Customer Service, Customer Relations, Team Building, CRM, Process Improvement, Continuous Improvement, Key Account Management, Training, Time Management
Education
University of Central Florida 1988 — 1992
Bachelor of Science, Finance
Digital Benefit Advisors January 2014 - Present
eHealthInsurance September 2013 - January 2014
Boston Mutual Life Insurance May 2009 - December 2012
Blue Cross Blue Shield of Massachusetts September 2007 - May 2009
The Hartford May 2006 - June 2007
Private Healthcare Systems July 2004 - May 2006
Boston Mutual Life Insurance August 1993 - July 2004
Skills
Managed Care, Health Insurance, Employee Benefits, Insurance, Healthcare, Negotiation, Claim, Healthcare Industry, Account Management, Benefits Administration, Strategic Planning, Health Savings Accounts, Life Insurance, Term Life Insurance, Long-term Care, Sales, Fixed Annuities, Brokers, Disability Insurance
Education
University of Rhode Island - College of Business Administration 1975 — 1979
Bachelor of Applied Science (BASc), Marketing/Marketing Management, General
Digital Benefit Advisors September 2012 - Present
FairPoint Communications May 2008 - September 2012
ADIRONDACK MEDICAL CENTER September 2005 - June 2008
Lane Press July 2004 - October 2005
GIFFORD MEDICAL CENTER May 2001 - July 2004
CBA Blue (formerly CBA, Inc.) May 1997 - December 2000
Skills
HR Department Startup, Labor Relations, HRIS, Staffing Recruitment..., Employee Relations, Vendor Management, Benefits Management and..., Project Management, Orientation and..., Training and Development, Performance Management, HR Policies and..., FMLA Management and..., AA/EEO, Employment Law...
Education
Champlain College 1995 — 1997
Associates of Science (AS), Business, Business
Digital Benefit Advisors January 2012 - Present
Strategic Employee Benefit Services July 2007 - December 2011
Education
Muskingum College
Bachelor of Arts (B.A.), Accounting and Business/Management
Digital Benefit Advisors July 2014 - Present
Linden Group Health Services April 2009 - June 2014
Robert Half International May 2006 - October 2008
Siemens Building Technology 1999 - 2004
MidAmerica Bank 1997 - 1999
Skills
ADP Payroll, PeopleSoft, Microsoft Excel, Microsoft Word, Brainshark, PowerPoint, ADP ReportSmith, Payroll, Administrative..., Employee Benefits, Time Management, Administrative..., Insurance, Health Insurance, Microsoft Office, Disability Insurance, Life Insurance, Outlook, Customer Service, Sales
Education
City Colleges of Chicago-Wilbur Wright College
Digital Benefit Advisors March 2011 - Present
Skills
Health Insurance, Disability Insurance, Insurance, Life Insurance, Employee Benefits, Term Life Insurance, Underwriting, Health Savings Accounts, Risk Management
Education
Illinois State University 2003 — 2007
Bachelor of Science (B.S.), History Education
Digital Benefit Advisors January 2013 - Present
Benefit Services & Design, Inc. 2010 - January 2013
Benefit Edge of the Carolinas, Inc. 1982 - 2010
Skills
Group Benefit Plans, Strategic Planning
Education
North Carolina State University 1971 — 1971
Mathematics
Campbell University 1965 — 1969
Bachelor of Science (BS), Mathematics
Small Business Association of Michigan May 2014 - Present
Digital Benefit Advisors October 2013 - Present
KSPH, A Marsh & McLennan Agency September 2008 - October 2012
Anthem January 2002 - September 2012
Skills
Insurance, Health Insurance, Disability Insurance, Marketing, Life Insurance, Marketing Strategy, Employee Benefits, Account Management, Customer Retention, Strategic Planning, Customer Service, Leadership, New Business Development, Sales, Management, Team Building, Managed Care, Training, Medicare
Education
Lansing Community College